|
►
Reports & Dashboard
Charts
Report Designer & Generator:
 As
businesses get larger and their data becomes more complex, a capable reporting
system is a fundamental requirement.
Within info@hand the
reports module shows a list of available reports. You may click on the name of a
report to run that report, or to see the archived results of previous runs of
that report. Each report listed shows its name, the principal module
on which it reports, when
it was last run, when it was
 last
modified, and if it is set
to run manually, interactively or automatically on
a timed basis. Scheduled reports may be automatically emailed to a distribution
list. Just imagine - your business tells you how it is doing without being
asked!
A number of
predefined standard reports are included with the system, and new report designs
may be easily developed and saved for repeated use in future. Try our online
demo to see how easy it is to design your own reports.
 Reports
can include multiple sort keys, grouping, filters, and may relate data in
multiple modules. Acrobat PDF documents may be created from any report, and
report data may also be exported to several common file formats including CSV
and HTML.
Reports may
also generate charts of their data, and these charts may then be added to your
Personal Dashboard.
Graphical Dashboard Charts:
 The
system provides graphical dashboards for Sales, Service, Financials, and
Projects. As well, a Personal Dashboard allows you to assemble and re-order a
list of your key charts, including charts created from your own custom reports.
When the system is
initially created, these dashboards include the following charts:
Sales
Dashboard:
-
Fiscal Year Booked Sales
(Horizontal bar chart: Shows the 12 months of the current fiscal year, and
the value of sales booked for each of those months.)
-
Weighted & Gross Opportunities by
Month (Horizontal bar chart: Shows, for the 12 month period starting last
month, the gross and weighted (by probability) value of the opportunities
for each month the sales pipeline.)
-
Pipeline by Sales Stage
(Horizontal stacked bar chart: Shows the total value of potential sales at
each stage of the sales pipeline.)
-
All Opportunities by Lead Source
by Outcome (Horizontal stacked bar chart: Shows a stacked bar of the total
opportunities for each lead source. Each bar is made up of multi-coloured
segments which represent the outcome proportions for that lead source.)
-
Pipeline by Month by Outcome
(Vertical stacked bar chart: Each bar shows the total sales pipeline for
each month. Each bar is made up of multi-coloured segments which represent
the outcome proportions for the pipeline in that month.)
-
All Opportunities by Lead Source
(Pie chart: Shows a simple pie visualization of the proportion of total
sales opportunities for each lead source.)
Service Dashboard:
-
 Cases
by Status by User (Horizontal stacked bar chart: Shows the breakdown of
cases by status, for each user.)
-
Cases by Priority by Month
(Vertical stacked bar chart: Shows the breakdown of cases by priority, for
each month.)
-
Bugs by Status by User (Horizontal
stacked bar chart: Shows the breakdown of software bugs by status, for each
user.)
-
Bugs by Priority by Month
(Vertical stacked bar chart: Shows the breakdown of software bugs by
priority, for each month.)
Financial Dashboard:
-
 Fiscal
Year Invoiced Sales (Horizontal bar chart: Shows the 12 months of the
current fiscal year, and the value of sales invoiced for each of those
months.)
-
Fiscal Year Booked Sales
(Horizontal bar chart: Shows the 12 months of the current fiscal year, and
the value of sales booked for each of those months.)
-
Project Expected Revenue by Month
(Vertical stacked bar chart: Shows the forecast income from Projects. The
various colour bar segments are used to represent projects which have
different status. The six months starting last month are represented.)
Projects Dashboard:
-
Project Expected Revenue by Month
(Vertical stacked bar chart: Shows the forecast income from Projects. The
various colour bar segments are used to represent projects which have
different status. The six months starting last month are represented.)
Each chart may be customized by
clicking on the Edit button by the top right corner of the chart. This will
bring up a small dialog area which permits you to specify parameters of the
chart.
A remarkably powerful feature of the
Dashboard is that the charts allow for drilling down into the actual underlying
data. This means that each distinctively coloured area on every chart is
actively linked to the set of opportunities it represents simply click on an
area to see those opportunities.
|
